China vs. U.S. AI Race 7/20/26

CNBC’s Kate Rooney reports on an OpenAI model going rogue and hacking into another company. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

CNBC’s Kate Rooney reports on Elon Musk and Sam Altman sparring on X over Apple’s lawsuit against OpenAI. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising. 

(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ...  Show more

The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less. (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resourc ...  Show more

(0:00) Bestie intro! (1:10) Google's mixed bag, Big tech leaves the growth phase, macro picture (24:21) AI update: new projects, global enablement, early adoption (37:38) SF CRE continues to collapse, Gotham City update (47:52) Lab-grown meat: possibilities, potential impact, and ...  Show more

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb. Show li ...  Show more